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Building 2TRICAPITAL ADVISORS INC

Map pinNORTH BETHESDA, MD
Phone301-231-8181
NotebookSEC #801-55933
Total AUM
$173.3M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11140 ROCKVILLE PIKE
STE 600
NORTH BETHESDA
MD 20852
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
301-231-8181

ReceiptFinancials

Total AUM
$173.3M
Accounts
888
Discretionary
$167M
Accounts
887
Non-Discretionary
$6.4M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCFLHIIAMDNCNJNYVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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